Invoice and Billing

How to Navigate the Invoice and Billing Module in the Admin Portal

1. Log In – Make sure you’re signed into your ChurchPad account.

2. Click your Profile Icon at the top right.

3. From the dropdown menu, select "Admin"

4. You are now in the Admin Portal.

5. Click on your avatar in the top‑right corner of the app.

6. In the dropdown, select Invoice & Billing.

7. You’ll be taken to the Billing overview page.

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Understanding the Billing Overview

My Plan

1. Displays your current plan name and rate (e.g., Standard Plan, $99.99/month).

2. Shows your Next payment date and status (e.g.,. Overdue).

3. Actions:

   1. Pay now – immediately settle any outstanding balance.

   2. Change – Switch to a different plan or billing cycle.

   3. Cancel Plan – schedule cancellation at period end.

Payment Methods

1. Lists saved cards and bank accounts, with the Default badge on the primary method.

2. Click + Add New to add a new card or checking account.

3. Each method has a “⋯” menu for:

   1. Make Default

   2. Delete

Billing History Table

1. Columns:

   1. # (Invoice/transaction ID)

   2. Plan

   3. Status (Paid, Failed, Waived)

   4. Amount

   5. Payment Method

   6. Billing Date

   7. Actions: Download PDF invoice.

2. Use the search box to filter by invoice ID, status, or date.

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Changing Your Plan

1. Click Change in the My Plan section.

2. In the Change Plan dialog:

   1. Select Billing Cycle (Monthly or Annual).

   2. Select Membership Range (e.g., 25–500 Members).

   3. Choose the desired plan radio button (Standard, Plus, Premium).

3. Click Continue to review and confirm.

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Cancelling Your Subscription

1. Click Cancel Plan in the My Plan section.

2. In the Cancel Subscription panel:

   1. Review your plan and next billing cutoff date.

   2. Click Cancel Subscription (red button) to schedule cancellation.

   3. Or Go Back to keep your subscription.

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Managing Payment Methods

A. Adding a Credit/Debit Card

1. Click + Add New → Credit / Debit Card.

2. In the Add Card form:

   1. Enter Card Number, Name on Card, Expiration Date, CVV, and Country.

3. Click Save Card.

B. Adding a Checking Account

1. Click + Add New → Checking.

2. In the Add Checking Account form:

   1. Enter Full Name, Routing Number, and Account Number.

3. Click Save Checking Account.

C. Deleting a Payment Method

1. Locate the method in Payment Methods and click its “⋯” menu.

2. Select Delete.

3. Confirm in the Are you sure? dialog: click Delete Card (or Go Back).

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Making a One‑Time Payment

1. Click Pay Now in My Plan.

2. Select Payment Method dialog: choose Credit / Debit Card or Checking.

1. Select a Card (or account) from the dropdown, or + Add new on the fly.

1. Click Complete Payment.

2. You’ll see either:

   1. Payment Successful confirmation with transaction ID.

   2. Payment Failed banner at the top of the overview page—click Pay Now to retry.

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